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- ...SUMMARY: - POSITION INFO: Senior Relationship Manager position Bloemfontein(CFP) We are specifically looking for someone with a strong accounting background who can interpret financial statements and provide relevant advice. A CFP qualification and management...
RECTITUDE RECRUIT
Bloemfontein, Free Statemore than 2 months ago - ..., accounting, or a related field. Postgraduate qualifications or industry certifications (such as a Diploma in Financial Planning or CFP® designation) are highly regarded. Technical Expertise: Proficiency in Microsoft Office Suite, financial planning software, and CRM...
HR Genie
Bloemfontein, Free State3 days ago - ...preferably Post Grad diploma in Financial Planning Regulatory examination RE1 or RE5 is advantageous Certified Financial Planner CFP® is advantageous Strong analytical and problem-solving skills Excellent written and verbal communication skills Proficient...
Rory Mackie & Associates
Cape Town, Western Cape21 days ago - ...Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum of 5 years of experience in financial planning, wealth management...
HR Genie
Cape Town, Western Cape3 days ago - ...professional with strong investment, financial planning , and client relationship skills. Requirements Relevant BCom degree CFP or CFA designation (preferred) or actively working towards it FAIS compliant Proven track record managing High-Net-Worth (HNW)...
Omega Human Capital
Sandton, Gauteng7 days ago - ...SUMMARY: Financial Advisor POSITION INFO: Are you a Certified Financial Planner® (CFP®) with a solid foundation in paraplanning and a passion for holistic client ownership? Ready to take the pivotal step from support to lead advisor with a premier independent...
The Recruitment Council
Johannesburg, Gautenga month ago - ...manage the ongoing client review process. Education: Relevant investment/financial degree, diploma, or qualification. Full CFP Designation is required. ~ Experience: Minimum of 5+ years of knowledge and experience in a financial/investment...
The Recruitment Council
Bryanston, Sandtona month ago - ...related degree; postgraduate qualifications in Financial & Investment fields preferred ~ Professional certifications advantageous: CFP, CFA, CA(SA) ~5+ to 6+ years of relevant experience in financial services, preferably with direct client and investment exposure, especially...
Rory Mackie & Associates
Cape Town, Western Cape20 days ago - ...Data/Math/Stats, Engineering ) ~ Programming skills (advantageous) ~ Regulatory knowledge (FAIS Act, etc.) – advantageous ~ Risk/CFP/CFA designation – advantageous Competencies Strong communication, problem-solving, resilience, attention to detail &...
The Recruitment Council
Cape Town, Western Capemore than 2 months ago - ...as needed. Requirements BCom in Finance , Investments, Economics, or related field. Professional designation preferred: CFP®, CFA, or CIMA . Wealth management experience, preferably at a leading bank or assurance company. RE5 and out of supervision....
Innovazi Consulting
Cape Town, Western Capea month ago - ...to train their assistants Requirements: Minimum 3 – 5 years relevant industry experience A business focused degree RPE/CFA/CFP will be advantageous Matric qualification having passed both core Mathematics and English Minimum 18 months experience and...
Rory Mackie & Associates
Johannesburg, Gauteng2 days ago - ...tertiary qualification (BCom, BusSci, or Honours preferred) Passed the RE5 Regulatory Exam (essential) Certified Financial Planner (CFP®) designation or currently studying towards it (advantageous) Proficient in MS Office Suite (Word, Excel, PowerPoint) Fluent in...
The Legends Agency
Cape Town, Western Capemore than 2 months ago - ...Excellent written and verbal communication skills ~ Programming skills and regulatory knowledge (e.g., FAIS) a plus ~ Designations like CFP, CFA, or risk certifications are advantageous What's in it for you: Be part of a respected brand with growth-focused...
CA Financial Appointments
Cape Town, Western Capemore than 2 months ago - ...solutions. Build and grow a sustainable long-term client base. Requirements ~ BCom in Finance , Economics, or related field. ~ CFP® designation (or currently studying towards one). ~ Financial planning experience, preferably at a leading bank or assurance...
Innovazi Consulting
Cape Town, Western Capea month ago - ...its integrity, technical expertise, and client-centric service. Minimum Requirements and Qualifications RE5 Qualification CFP® designation, or currently in the process of completing the CFP® Board Exam Bachelor’s Degree in Finance, Financial Planning, Investment...
Lesley Snyman & Associates
Strathavon, Sandtonmore than 2 months ago - ...ecosystems in South Africa. Strong strategic thinking and commercial acumen. Exceptional interpersonal, influencing, and stakeholder management skills. Relevant tertiary qualification in finance , business, or related field (CFA, CFP®, or MBA advantageous)....
The Recruitment Council
Cape Town, Western Capemore than 2 months ago - ...investments, or professional advisory. Bachelors degree in Finance , Economics, or a related discipline; postgraduate qualifications (CFP, CFA, CA(SA) , MBA, or equivalent) preferred or in progress. Demonstrated passion for markets, investments, and wealth management...
The Legends Agency
Johannesburg, Gautengmore than 2 months ago - ...potential clients to maintain a strong client base Requirements: ~ Relevant University Degree in Finance / Accounting / Investment ~ CFP Qualified and RE 5 is essential ~5+ years experience in a similar environment If you meet the above requirements and want to...
- ...outcomes Qualifications: - Bachelors degree in Finance, Economics, Business, or related field - Certified Financial Planner (CFP) designation preferred - Minimum of 3 years of experience in financial planning or related field - Strong analytical and problem-...
- ...and financial planning systems (e.g. myPractice) ~ Relevant qualification or studies toward Financial Planning / Wealth Management / CFP® Why This Opportunity Association with a trusted, well-regarded wealth brand Exposure to high-quality advice processes and...
- ...planning, advisory, or a related role. Strong knowledge of financial planning principles and strategies. Certified Financial Planner (CFP) certification preferred. Excellent analytical and problem-solving skills. Ability to effectively communicate complex financial...
- ...compliance Requirements - Degree FAIS Compliant and Postgraduate in Financial Planning ideal - A proven, advice-led financial adviser (CFP® preferred) with R100m+ AUM and 3+ years’ experience who cares about holistic planning—not product pushing. - FAIS requirements...
- ...investment essential. ~ Matric/Grade 12 or SAQA Accredited Equivalent Essential. ~120 FAIS credits (NQF 5) in Wealth Management, CFP preferred. ~ RE 5 certificate. ~ Proven sales track record. Duties Communicating with clients, including phone calls, e-mails...
- ...Minimum Requirements: ~ Matric/Grade 12 or SAQA Accredited Equivalent Essential. ~120 FAIS credits (NQF 5) in Wealth Management, CFP preferred. ~2 or more years experience as a Financial Advisor within the financial services industry, life and investment essential...
- ...Proven experience as a Financial Planner or similar role, with a minimum of 3-5 years in the industry. Certified Financial Planner (CFP) is preferred. Strong understanding of financial planning concepts, investment management, and risk assessment. Excellent...
- ...trends and regulations, continuously improving knowledge and skills Qualifications: - Bachelor's degree in finance or related field; CFP, CFA, or other relevant certifications preferred - Proven track record of success in wealth management or financial planning -...
- ...Oversee design of marketing and other FPI material • Ensure needs are met in terms of value proposition on primary level (promoting CFP) and secondary level (member services) • Work collaboratively with a diverse staff team to create and manage cross-organizational,...
- ...Qualification and Experience: ~ Matric/Grade 12 or SAQA Accredited Equivalent Essential. ~120 FAIS credits (NQF 5) in Wealth Management, CFP preferred. ~2 or more years experience as a Financial Advisor within the financial services industry, life and investment essential...
- ...RE 5 (non-negotiable), RE1 (advantageous); ~ NQF 5 or 120 credits in Wealth Management, Financial Planning or a similar field; ~ CFP (advantageous); ~ At least 5 years financial services industry experience; ~ Well versed in Excel and MS Office; ~ Ability to perform...
- ...management experience ~ Knowledge of the financial services, health, insurance, and investment industry ~ Certified Financial Planner (CFP) would be advantageous. ~ Key individual would be advantageous. ~ Proven ability to lead and motivate teams ~ Strong analytical...
